08/14/2018
Astorg-backed group, SGG’s acquisition of First Names Group
Jersey-based First Names Group provides private client, corporate, and fund services.
Wealth and Asset Management
08/14/2018
Can UK agencies deal with unexplained wealth orders?
‘What’s a trust?’ asks one investigator
08/14/2018
Will Asia’s WM firms outsource more services?
Fosler explained that although distributors in the region already have in-house portfolio construction capabilities, some of them lack expertise in all key areas.
08/14/2018
What Citi PB looks for under the hood
The bank looks for fund managers with an interesting product that fits into Citi’s forward-looking investment themes, she said.
08/14/2018
Vistra Completes Acquisition of Corporate Services Business from Deutsche Bank
Operating in the United Kingdom, Ireland, Luxembourg, the Netherlands, Jersey, Mauritius, Cayman Islands and the US, the business employs 139 staff globally, with existing Vistra offices combining with the teams in these jurisdictions.
08/13/2018
The New Wellness Trend For Women Is Wealth
A new Workplace Benefits report released by Bank of America Merrill Lynch found that women are plummeting on the financial wellness scale with more fear and stress than their male counterparts.
08/13/2018
The Preservation Game: Lombard Odier builds its family services practice in Asia
From her Singapore base as head of Lombard Odier’s family services practice, Lee oversees three key areas of the Swiss private bank’s business in Asia.
08/13/2018
Noor Bank Launches Noor Wealth for High Net Worth Individuals
Moreover, dedicated and specially trained Noor Wealth relationship managers enable clients to build investment portfolios based on their risk appetites and financial goals.
08/13/2018
Hargreaves duo share bumper £81m payout
Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.
08/13/2018
UBS and Morgan Stanley Shed Reps to Rivals
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
08/13/2018
Mixed-sex teams show best return as asset managers
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Big UK banks wade back into wealth management
Sector hunts for areas of growth after years of restructuring and regulatory issues
08/10/2018
JTC A Finalist Again at Industry-Leading STEP Awards
JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.
08/10/2018
Mindful Wealth eyes fund re-domicile to Singapore
CLOs or collateralised loan obligations, are structured products that invest in senior secured loans.
08/10/2018
Wealth manager to add £350m after founding CEO’s exit
Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him
08/10/2018
Falcon PB shuts down Swiss strategy
Commenting on the closure, the spokesperson said the private bank is constantly optimising its funds portfolio
08/09/2018
Wealth Advisory for the Truly Wealthy
Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.
08/09/2018
Gerald Mathieu: «My Job is to Recruit in Switzerland»
Under CEO Jes Staley, a former long-standing J.P. Morgan banker who briefly sat in UBS' board, Barclays has laid out the detail of its private bank.
08/09/2018
Private Banks Are the New Hedge Funds
UBS WM with $2.4 trillion touts relative value for late cycle
08/09/2018
Mattioli Woods forks out £4m for Midlands advice firm
Broughtons’ management team will be retained by Mattioli Woods following the acquisition.